Browsing Category
value investing
225 posts
Book Review: Kim Shannon's "The Value Proposition"
Brief excerpt from CFA Institute on The Value Proposition followed by full book description The Value Proposition: Sionna’s Common…
November 24, 2014
Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could…
November 19, 2014
Outrunning the Bear: An Active Manager’s Survival Guide
by William Smead, Smead Capital Management Two long-time friends go up in the mountains on a hunting…
November 10, 2014
William Smead: Do Activist Investors Let the Game Come to Them?
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four…
October 29, 2014
When are Value and Growth Going to Matter Again
by Ben Carlson, A Wealth of Common Sense Generally, investing in different factors will give you a…
October 28, 2014
Bill Smead: Buffett’s Passive Can of Worms
Buffett’s Passive Can of Worms by William Smead, Smead Capital Management A great deal of confusion exists today…
September 24, 2014
An Education From Guy Spier
by Ben Carlson, A Wealth of Common Sense “I’m trying to manage myself, not just my portfolio.” –…
September 22, 2014
Where Have All the Deep Value Stocks Gone?
by Patrick O'Shaughnessy, Millenial Invest Deep value investing is a powerful way to beat the market, but deep…
September 17, 2014
Value Stocks In Market Corrections
by The Brooklyn Investor So with all of this talk of a market correction coming and people wondering…
August 15, 2014
Market Inefficiencies Are Interesting Only to The Degree They Can be Exploited
by Ben Carlson, A Wealth of Common Sense “Warren [Buffett], don’t worry too much about making money. It…
July 24, 2014
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
June 17, 2014
Tom Brakke: The Nature of Value
by Tom Brakke, Research Puzzle When I travel, I try to meet with people and organizations from…
June 13, 2014
Made in Detroit: Seeing Value Where Others Do Not
by Kara Lilly, Mawer Investment Management A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into…
May 28, 2014
Joseph Paul: Alarm Clock Goes Off on Dream Stocks
by Joseph G. Paul, Chief Investment Officer, U.S. Value Equities, AllianceBernstein Investors have recently woken up to the reality…
April 15, 2014
Eddy Elfenbein: There's No Such Thing as Value
by Eddy Elfenbein, Crossing Wall Street One of the foundations of investment analysis is the dichotomy between a…
March 28, 2014